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Blackrock

1,931 hedge funds and large institutions have $101B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 613 increasing their positions, 816 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 112

46% more funds holding in top 10

Funds holding in top 10: 2841 (+13)

33% more capital invested

Capital invested by funds: $75.9B → $101B (+$24.7B)

7% more funds holding

Funds holding: 1,8001,931 (+131)

4.72% more ownership

Funds ownership: 78.66%83.38% (+4.7%)

6% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.44B

25% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 816

Holders
1,931
Holders Change
+131
Holders Change %
+7.28%
% of All Funds
28.15%
Holding in Top 10
41
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+46.43%
% of All Funds
0.6%
New
276
Increased
613
Reduced
816
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1651
GLOBALT Investments
Georgia
$226K +$195K +279 New
AGC
1652
Aspen Grove Capital
Colorado
$226K +$196K +281 New
NSAM
1653
North Star Asset Management
Wisconsin
$225K +$193K +277 New
CA
1654
Cornerstone Advisory
Maryland
$225K +$193K +277 New
CWM
1655
Centric Wealth Management
Illinois
$224K +$200K +286 New
LFP
1656
Lakeshore Financial Planning
Michigan
$224K -$87.3K -125 -31%
NRG
1657
Nemes Rush Group
Michigan
$223K -$48.9K -70 -20%
CPR
1658
CSU Producer Resources
Ohio
$223K
ST
1659
Smithfield Trust
Pennsylvania
$223K -$2.09K -3 -1%
FA
1660
Fermata Advisors
California
$223K +$191K +274 New
KA
1661
Kure Advisory
Minnesota
$221K +$190K +272 New
PCM
1662
Princeton Capital Management
New Jersey
$221K +$190K +272 New
RFA
1663
Register Financial Advisors
Georgia
$221K -$698 -1 -0.4%
CRI
1664
Colonial River Investments
Virginia
$219K +$188K +270 New
CWM
1665
Concentric Wealth Management
California
$219K +$188K +270 New
CCA
1666
Childress Capital Advisors
Texas
$218K +$188K +269 New
PCM
1667
Poehling Capital Management
Wisconsin
$218K +$188K +269 New
TWA
1668
Talisman Wealth Advisors
New Jersey
$217K +$186K +267 New
NPT
1669
National Philanthropic Trust
Pennsylvania
$217K +$186K +267 New
FCA
1670
FLC Capital Advisors
California
$216K +$186K +266 New
ARC
1671
Advisor Resource Council
Texas
$215K +$185K +265 New
HI
1672
Hoey Investments
Pennsylvania
$215K -$121K -173 -39%
IWN
1673
Independent Wealth Network
Iowa
$215K +$185K +265 New
MTC
1674
McDaniel Terry & Co
Texas
$215K +$185K +265 New
D
1675
Diversified
Delaware
$214K +$184K +264 New

BLK Hedge Fund Activity: Q4 2023 in Review

1,931 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2023, worth a combined $101B — up 33% from $75.9B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new BLK positions and 112 closed out — a net gain of 164 holders — while 613 added to existing stakes and 816 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.07B. The largest seller was Millennium Management, cutting an estimated $184M.

  • 1,931 institutional investors held Blackrock (BLK) as of Q4 2023, up from 1,800 in Q3 2023.
  • Funds reported $101B of Blackrock stock for Q4 2023, up 33% quarter-over-quarter.
  • 276 funds opened new Blackrock positions in Q4 2023 and 112 closed out, a net change of +164 holders.
  • The largest Blackrock buyer in Q4 2023 was Morgan Stanley, an estimated $3.07B added.
  • The largest Blackrock seller in Q4 2023 was Millennium Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.